Financial advice for your customers, when and where they need it.
Whistle embeds regulated on-demand financial advice inside your platform, helping customers get more from your products, improving outcomes and increasing retention.
A win-win
Better for your business.
Better for your customers.
Whistle creates value on both sides: helping financial services firms improve retention and meet Consumer Duty requirements, while giving your customers accessible, regulated advice inside the platforms they already trust.
Your app. Your products and services.
Our advice.
Whistle works with your existing products and services, adding a fully regulated advice layer that covers suitability, recommendations, implementation and an allocated human adviser.
Launch in weeks.
Expand over time.
No new FCA permissions. No upfront costs.
Launch without a build
We host the entire advice journey under your brand. Your customers move from your site into an experience that looks and feels like yours
Add our advice widget to any webpage
Put regulated advice inside the journeys you already run. Your team adds a few lines of code to a page you already have.
Build your own experience
Your team designs and controls the user experience end to end. We provide the regulated advice platform behind it.
Advice in the moment,
for life's key moments.
When customers reach a key financial decision, Whistle gives regulated advice inside your platform.
Investing for the future
Savings, ISAs, GIAs and pensions, based on goals, risk appetite and timeframe.
Changing jobs
Workplace pensions, contributions, benefits and where to save or invest next.
Consolidating pensions
Understanding whether to bring old pensions together.
Retirement income
Deciding on tax-free cash, drawdown, annuities and sustainable income.
Where could advice fit in your platform?
Tell us about your customers and the moments that matter. We'll explore where Whistle can add regulated advice, improve outcomes and help keep customers with you.